DriveWorks Pro 15: How To: Change Document Generation Order (KB12121001) [send feedback...]

Introduction

By default DriveWorks will generate any documents (with the exception of emails and data export) in the order they were added to the project.

Emails are sent, by Autopilot, as soon as all of the information is available to send the email. This behavior takes into account the availability of attachments.

ODBC Data Export timing is set in the wizard used to configure the export.

For more control on when documents are generated the order can be set by customizing the specification flow.

Modify Specification Flow

First determine the document generation setting (see  General Settings). The options available are:

  • Finish
  • Release
  • Both

Second determine the Document Names and make a note of the order they are required to be generated.

  1. From the DriveWorks Task Explorer select Stage 4. Output Rules > Documents
  2. The names of all documents, as required by specification flow, are listed on this screen.

To modify the specification flow to generate documents in a specific order:

  1. From the DriveWorks Task Explorer select Stage 5. Specification Control > Specification Flow.
  2. If the specification flow is not already customized click the "Customize Specification" button.
  3. Follow the steps below for the required document generation setting

Documents Generated on Finish

For documents that are required to be generated on Finish:

  1. Click the Edit link on the Pending state to open the Edit State dialog.
  2. In the Edit State dialog select The Enter State event from the State Items list.
  3. Select the Release Documents task from the Task Sequence list.
  4. Select the Documents property for the task from the Properties section.
    By default the asterisk * is used to generate all documents in no particular order.
  5. Replace the existing * by entering the name of the documents, separated by the pipe |, in the order they are required to be generated.

Example:

Quotation|Parts List|Product Data Sheet

This will generate the documents in the order:

1. Quotation.

2. Parts List.

3. Product Data Sheet.

Documents Generated on Release

For documents that are required to be generated on Release:

  1. Click the Edit link on the Completed state to open the Edit State dialog.
  2. In the Edit State dialog select The Enter State event from the State Items list.
  3. Select the Release Documents task from the Task Sequence list.
  4. Select the Documents property for the task from the Properties section.
    By default the asterisk * is used to generate all documents in no particular order.
  5. Replace the existing * by entering the name of the documents, separated by the pipe |, in the order they are required to be generated.

Example:

Quotation|Parts List|Product Data Sheet

If Autopilot is used to release documents follow the steps below:

  1. Click the Edit link on the Released To Server state to open the Edit State dialog.
  2. Repeat steps 2 to 5 above.

Documents Generated on Both

Follow all the steps in the sections Documents Generated on Finish and Documents Generated on Release


Knowledge Base Article Ref:KB12121001

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